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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
MCM
3601
McMillion Capital Management
Greensboro,
North Carolina
| $190M | +$5.09M | +3% | 4.41% | 59.3% | 289 | 77.85% | 0.9 |
|
| 3602 |
3602
White Square Capital
London,
United Kingdom
| $189M | +$104M | +122% | 11.3% | 542% | 9 | 66.67% | 0.1 |
|
| 3603 |
3603
Eidelman Virant Capital
Saint Louis,
Missouri
| $189M | +$47.1M | +33% | 1.83% | 46.2% | 157 | 56.69% | 1.5 |
|
| 3604 |
3604
First Reserve GP XIII
Stamford,
Connecticut
| $189M | -$140M | -42% | 4.6% | 5.56% | 2 | 0% | 1.1 |
|
| 3605 |
3605
GYL Financial Synergies
West Hartford,
Connecticut
| $189M | +$11.1M | +6% | 2.46% | 36% | 166 | 8.43% | 0.5 |
|
| 3606 |
3606
Mathes Company
New York
| $189M | -$7.56M | -4% | 4.17% | 121% | 133 | 11.28% | 3.7 |
|
| 3607 |
3607
Clearfield Capital Management
New York
| $189M | -$88.5M | -32% | 4.96% | 421% | 17 | 58.82% | 0.3 |
|
| 3608 |
3608
Verger Capital Management
Winston-Salem,
North Carolina
| $189M | +$812K | +0.4% | 3.24% | 58.3% | 13 | 0% | 3.1 |
|
| 3609 |
3609
Covenant Partners
Nashville,
Tennessee
| $188M | +$8.4M | +5% | 4.69% | 70.3% | 206 | 17.96% | 0.3 |
|
| 3610 |
3610
Aull & Monroe Investment Management
Mobile,
Alabama
| $188M | +$1.61M | +0.9% | 2.04% | 98.3% | 131 | 6.87% | 4.6 |
|
| 3611 |
3611
NYL Investors
New York
| $188M | +$5.64M | +3% | 3.24% | 12.7% | 26 | 3.85% | 0.8 |
|
| 3612 |
MAM
3612
Marketfield Asset Management
New York
| $188M | -$47.6M | -20% | 3.6% | 61.5% | 43 | 4.65% | 2.8 |
|
| 3613 |
3613
Tenzing Global Management
San Francisco,
California
| $188M | -$3.98M | -2% | 10.2% | 273% | 30 | 60% | 1 |
|
| 3614 |
3614
Cambridge Financial Group
Columbus,
Ohio
| $188M | +$3.54M | +2% | 3.3% | – | 31 | 0% | 2.7 |
|
| 3615 |
3615
Epstein & White Financial
San Diego,
California
| $188M | +$13.7M | +8% | 3.04% | 51% | 89 | 16.85% | 1.1 |
|
| 3616 |
3616
Johanson Financial Advisors
Campbell,
California
| $188M | +$9.6M | +5% | 4.1% | 101% | 103 | 7.77% | 1.8 |
|
| 3617 |
3617
Perennial Advisors
New York
| $188M | +$12M | +7% | 6.03% | – | 79 | 6.33% | 2.3 |
|
| 3618 |
3618
ETF Portfolio Partners
Leawood,
Kansas
| $188M | +$22.4M | +14% | 2.8% | 50.2% | 34 | 0% | 2.6 |
|
| 3619 |
3619
Peddock Capital Advisors
Braintree,
Massachusetts
| $188M | +$3.08M | +2% | 0.91% | 113% | 252 | 56.75% | 4.1 |
|
| 3620 |
3620
WESPAC Advisors SoCal
Pasadena,
California
| $188M | +$6.93M | +4% | 4.11% | 135% | 356 | 76.4% | 2 |
|
| 3621 |
3621
Sitrin Capital Management
Century City,
California
| $188M | +$1.35M | +0.7% | 4.51% | 139% | 41 | 19.51% | 2 |
|
| 3622 |
3622
Retirement Income Solutions
Ann Arbor,
Michigan
| $188M | +$13.1M | +7% | 3.3% | 60.8% | 71 | 8.45% | 1.3 |
|
| 3623 |
3623
Eldridge Investment Advisors
Manchester,
New Hampshire
| $188M | +$1.76M | +0.9% | 2.97% | 50.9% | 90 | 8.89% | 1 |
|
| 3624 |
ECM
3624
EII Capital Management
New York
| $187M | +$5.55M | +3% | 0.73% | 46.9% | 185 | 4.86% | 2.1 |
|
| 3625 |
3625
American Money Management
Rancho Santa Fe,
California
| $187M | +$7.29M | +4% | 5.08% | 65% | 86 | 15.12% | 3.3 |
|